One Charles Private Wealth Services, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1800938
HINGHAM, MA
Position in VIG
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$4,388,299
-$97,850 QoQ
Shares Held
20,405
-0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,388,299 | 20,405 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,486,149 | 20,412 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,564,909 | 7,252 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,485,085 | 7,256 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,422,334 | 7,332 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,273,874 | 6,505 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $954,847 | 4,821 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $855,064 | 4,684 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $865,571 | 4,740 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $830,359 | 4,873 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $557,658 | 3,589 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $582,798 | 3,588 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $552,587 | 3,588 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $544,534 | 3,586 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $484,413 | 3,584 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $513,909 | 3,582 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $580,532 | 3,580 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $614,693 | 3,579 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $549,427 | 3,577 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $569,162 | 3,677 | Shares | Sole | 2021-08-10 | |
| 2020-06-30 | $387,162 | 3,304 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||